Bring rental order activity into deal check-ins
Give your regular deal review a focused view of Booqable order activity that may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Orders
Retrieves a paginated list of orders.
Why this helps
Deal reviews miss useful rental context when order activity lives in a separate system and is checked inconsistently.
- Include rental order activity in a recurring review.
- Focus attention on orders tied to supplied deal context.
- Make cross-system follow-up easier to remember.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Booqable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the deal check-in report.
- 3Ask Notis to list Booqable orders relevant to the supplied Affinity deal or customer context and summarize items needing follow-up.
- 4Set the recurring schedule and select where run reports should go.
- 5Test with one real deal and known order context.
Questions about this workflow
Can it read all Affinity deals automatically?
Affinity has no listed trigger event here. Provide the deal context through the automation's available inputs or a webhook request.
Will the report determine whether a deal is won or lost?
Only if that status is supplied in the deal context. The order-list action provides Booqable order data, not Affinity deal history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Booqable. A trigger fires from one place; an action lands in another.
Affinity triggers
Booqable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Customer
Creates a new customer record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Order
Creates a new order.
Create Product Group
Creates a product group to organize related items.
Delete Customer
Archives a customer so they no longer appear in searches.
Delete Order
Archives an order so it no longer appears in active listings.
Delete Product Group
Permanently deletes a product group from the catalog.
Get Customer
Retrieves the details of a specific customer.
Get Customers
Retrieves a list of customers.
Connect any two apps with Notis in the middle.
Affinity and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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